Customer Service Representative

1 week ago

Scottsdale, United States Bank 34 Full time
Southwest Heritage Bank, formerly Bank 34 and Commerce Bank of Arizona, is committed to provide our employees with a competitive, comprehensive benefits program that provides the care you and your family need to lead healthy, productive lives.

The position of Relationship Banker is responsible for all new account transactions; assisting customers in their selection of various accounts and financial services including retirement accounts, establishing direct deposit and assisting customer's queries concerning the Bank's services; cross-selling the Bank's products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. The position is also required to be fully knowledgeable and skilled in the areas of safe deposit and the teller operation function.

The essential duties included but are not limited to:

  • Provides support to all assigned areas of branch operations where service or assistance is needed, including new accounts, safe deposits, and other areas of basic branch operations.
  • Assists customer and business customers in their selection of various accounts, products, and financial services available from the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques. Have a general knowledge on DDA, Savings, Money Markets, Certificates of Deposits, and IRA's.
  • Interviews customers to obtain information; establishes proper identification of new customers; verifies validity of presented documents, determines need and extent of requested investigation.
  • Makes decisions regarding the opening of new accounts; completes forms requiring customer signature(s); checks banking history through chexsystem; accepts initial deposits; prepares all documents and items pertaining to checking accounts, savings accounts and certificate of deposits for processing, and if needed, makes arrangements for direct deposits.
  • Utilizes various software to process account activity, perform account maintenance, determine balances, and resolve problems within given authority.
  • Provides customer service by answering customer questions; investigates and corrects errors; and resolves problems or other issues. Issues official checks.
  • Performs safe deposit duties by opening accounts, controlling access, assisting customers and processing affiliated reports.
  • Receives deposits and ensures that all accounts are properly processed; receives and processes stop payment and holds orders. Follows policies and procedures; completes administrative tasks correctly and on time; supports the Bank's goals and values; benefits the bank through outside activities.
  • At some locations and as needed responsible for
    1. Cash transactions, night deposit, courier processing, change orders, loan payments and customer transactions.
    2. Responsible for monitoring and maintaining cash recycler limit.
    3. Process various daily reports (e.g., currency transaction, returned items, callbacks, etc.) Can understand and analyze the kiting prevention reports.
  • Processes wire transfer requests, address changes, check and deposit slip orders, ATM/Debit Card requests; issue temporary debit cards, scans all documents and save in the designated location; prepares correspondence to customers.
  • Answers telephone and emails from customers; answers the questions or directs customer to appropriate team associate. Resolve customer complaints in a tactful, effective manner, and explains policies.
  • Assures compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations.

Qualifications

Education & Experience
  • High school diploma or general education degree (GED); or 2 years of related experience and/or training; or the equivalent combination of education and experience.
  • Work related experience should consist of cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
    Knowledge & Communication Skills
  • Intermediate experience, knowledge and training in branch operation activities, terminology and products and services.
  • Basic knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
  • Intermediate experience, knowledge and training in branch operation activities, terminology and products and services.
  • Excellent customer-service skills, including oral and written communication.
  • Ability to effectively contribute to a positive team environment and work toward achieving goals.
  • Careful attention to detail and strong organizational skills. Must adhere closely to bank procedures and regulations.
  • Strong work ethic and high integrity
  • Strong computer and 10 key skills
  • Outgoing, assertive, confident, and enthusiastic personality
  • Thorough knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
  • Intermediate math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner.
  • Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and team members.

Analytical & Decision-Making Skills
  • Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.
  • Effective organizational and time management skills.
  • Ability to work with little to no supervision while performing duties.

Computer/Software/Other Equipment Skills

  • Basic knowledge of Office365, including Word, Excel, PowerPoint, and Outlook. Ability to operate standard office equipment such as PC, printer, fax/copier, and telephone.

Benefits
  • 401k with employer match
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Paid time off
  • Paid Holidays
  • Life Insurance
  • Short Term Insurance
  • Long Term Insurance

Southwest Heritage Bank is an Equal Opportunity Employer.

  • Customer Service Representative

    2 weeks ago

    Scottsdale, United States Style Netbox Full time

    Join Our Team: Customer Service RepresentativeAre you passionate about helping people and providing exceptional customer support? Style Netbox is looking for a friendly and dedicated Customer Service Representative to join our team in Scottsdale, AZ.About the Role: As a Customer Service Representative at Style Netbox, you will be the primary point of contact...

  • Customer Service Representative

    2 weeks ago

    Scottsdale, United States Style Netbox Full time

    Join Our Team: Customer Service Representative Are you passionate about helping people and providing exceptional customer support? Style Netbox is looking for a friendly and dedicated Customer Service Representative to join our team in Scottsdale, AZ. About the Role: As a Customer Service Representative at Style Netbox, you will be the primary point of...

  • Customer Service Representative

    20 hours ago

    Scottsdale, Arizona, United States Foot Locker Full time

    Customer Service Representative WantedWe are seeking a warm and welcoming Customer Service Representative to join our team at Foot Locker. As a key member of our retail staff, you will be responsible for providing exceptional customer service and creating a positive shopping experience.About the Role:Respond to customer inquiries and resolve any issues that...

  • Customer Service Representative

    18 hours ago

    Scottsdale, Arizona, United States Domino's Pizza LLC Full time

    Are you passionate about delivering exceptional customer experiences? As a Customer Service Representative at Domino's Pizza LLC, you'll be responsible for:Key Responsibilities:Greet customers and provide them with a positive, engaging experience.Take customer orders using our technology-driven Point of Sales System.Create a great customer experience by...

  • Customer Service Representative

    4 weeks ago

    Scottsdale, United States Style Netbox Full time

    Join Our Team: Customer Service Representative Are you passionate about delivering exceptional customer experiences? Style Netbox is seeking a dedicated Customer Service Representative to join our team in Scottsdale, AZ. If you have excellent communication skills and a knack for problem-solving, we'd love to hear from you! About the Role: As a Customer...

  • Customer Service Representative

    2 weeks ago

    Scottsdale, United States Style Netbox Full time

    Join Our Team: Customer Service RepresentativeAre you passionate about delivering exceptional customer experiences? Style Netbox is seeking a dedicated Customer Service Representative to join our team in Scottsdale, AZ. If you have excellent communication skills and a knack for problem-solving, we'd love to hear from you!About the Role:As a Customer Service...

  • Customer Service Representative

    2 weeks ago

    Scottsdale, Arizona, United States Michael's Inc Full time

    About Our Team We are a dynamic team of customer-focused professionals who are passionate about delivering exceptional service to our customers. As a Customer Service Representative at Michaels, you will play a critical role in ensuring that our customers receive a positive shopping experience. Job Description As a Customer Service Representative, you will...

  • Customer Service Representative

    3 weeks ago

    Scottsdale, United States Style Netbox Full time

    Join Our Team: Customer Service RepresentativeAre you passionate about delivering exceptional customer experiences? Style Netbox is seeking a dedicated Customer Service Representative to join our team in Scottsdale, AZ. If you have excellent communication skills and a knack for problem-solving, we'd love to hear from you!About the Role:As a Customer Service...

  • Customer Service Representative

    7 months ago

    Scottsdale, United States Staff My Agency Full time

    Customer Service Representatives work to maximize positive customer experiences by responding to customer inquiries or complaints regarding the company's products or services. They will communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts. Additionally, Customer...

  • Customer Service Representative

    4 weeks ago

    Scottsdale, Arizona, United States AZ Green Cleaning LLC Full time

    Job Overview: We are seeking a highly skilled Customer Service Representative to join our team at AZ Green Cleaning LLC in Scottsdale. As a key member of our staff, you will be responsible for providing exceptional customer service and creating a positive experience for our customers.Estimated Salary: $40,000 - $60,000 per year, depending on experience and...

  • Customer Service Representative

    2 weeks ago

    Scottsdale, Arizona, United States The Italiano Full time

    Customer Service Representative OpportunityEstimated Salary: $40,000 - $45,000 per year.We are seeking a highly motivated Customer Service Representative to join our team at The Italiano. As a Host, you will play a key role in delivering exceptional customer experiences and ensuring the smooth operation of our restaurant.Key Responsibilities:• Greet guests...

  • Customer Service Representative

    3 weeks ago

    Scottsdale, United States StaffMyAgency LLC Full time

    Joe Dufek - State Farm Agency, located in Scottsdale, AZ is currently looking for a talented, caring, professional to join our team as a Customer Service Representative. This is a position focused on Customer Service for a well-established State Farm Agent.If you have a talent for customer care and understand the needs and motivations of people, we want you...

  • Customer Service Representative

    2 weeks ago

    Scottsdale, United States StaffMyAgency LLC Full time

    Joe Dufek - State Farm Agency, located in Scottsdale, AZ is currently looking for a talented, caring, professional to join our team as a Customer Service Representative. This is a position focused on Customer Service for a well-established State Farm Agent.If you have a talent for customer care and understand the needs and motivations of people, we want you...

  • Customer Service Representative

    2 weeks ago

    Scottsdale, United States StaffMyAgency LLC Full time

    Job description: Customer Service & Sales Representatives work to maximize positive customer experiences by responding to customer inquiries or complaints regarding the company's products or services. They will communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer...

  • Customer Service Representative

    15 hours ago

    Scottsdale, Arizona, United States Express Full time

    At Express, we're looking for a Customer Service Representative to join our team. As a Sales Associate, you'll provide a great in-store shopping experience for customers by offering personalized service and product knowledge. You'll also assist with tasks such as stocking, cleaning, and folding merchandise to maintain a clean and organized sales floor. Your...

  • Customer Service Representative

    20 hours ago

    Scottsdale, Arizona, United States Lids Full time

    Lids is hiring a Customer Service Representative to work at our Scottsdale Fashion Square location. Hourly Wage: $16-$25 per hour.This is a part-time seasonal position that requires a strong focus on customer satisfaction, visual presentation, and inventory control. You will assist with restocking merchandise, process shipments, and participate in store...

  • Customer Service Representative

    2 months ago

    Scottsdale, United States Axon Enterprise Inc Full time

    You will provide world class customer service to Axon customers through multiple communication channels which may include, but are not limited to, email, phone, web chat and community forums. You will be in a customer focused environment and responsi Customer Service Representative, Customer Service, Representative, Technology, Retail, Benefits

  • Customer Service Representative

    2 weeks ago

    Scottsdale, Arizona, United States Curaleaf Full time

    Company Overview:Curaleaf is a leading provider of cannabis products and services. We are committed to delivering exceptional customer experiences and building strong relationships with our guests.Job Description:We are seeking a highly skilled Sales Associate to join our team. As a Sales Associate, you will be responsible for representing Curaleaf as a...

  • Customer Service Representative

    3 days ago

    Scottsdale, Arizona, United States The UPS Store 2900 Full time

    We are looking for a reliable and hardworking individual to join our team as a part-time retail customer service expert at The UPS Store 2900 in Scottsdale. As a customer-facing representative, you will be responsible for delivering world-class customer service to all retail customers, providing accurate information on our array of products and services, and...

  • Customer Service Representative

    1 day ago

    Scottsdale, Arizona, United States Matt Funicello - State Farm Agent Full time

    Job DescriptionWe are seeking a highly motivated Customer Service Representative to join our team at Matt Funicello - State Farm Agent. As an Insurance and Financial Services Associate, you will play a vital role in establishing customer relationships and providing exceptional service.Responsibilities:Establish Customer Relationships: Build trust with...